Turn your clients, non-clients, and community plugs into a real marketing machine. In this training, you’ll learn how to build a referral system that runs all season long, keeps your schedule full, and doesn’t depend on ads doing what they’re supposed to do.
This isn’t “tell your friends about me” fluff. I break down the exact strategies I use in my own tax office to get consistent, high-quality referrals and turn them into loyal, returning clients year after year.
Inside this class, you’ll learn how to:
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Build a referral program clients actually use
Set up a simple, easy-to-understand referral structure that’s attractive for everyday clients and power referrers. -
Design cash & non-cash incentives that make people move
How to structure referral payouts (per referral, tiers, bonuses) and non-cash perks like VIP experiences, audit protection, seasonal gifts, and more. -
Turn “non-qualifying” people into money-makers for your office
How to convert college students, low-refund clients, and people who don’t qualify for much into referral agents who still bring you revenue. -
Leverage community partners & local influencers
How to partner with barbers, hairstylists, daycare centers, promoters, churches and other community hubs so you can tap into their audiences—without being weird or spammy. -
Track referrals without losing your mind in peak season
Intake form tweaks, tags, codes, spreadsheets/CRMs, and clear payout policies so you’re not arguing over “who referred who” in February. -
Market your referral program all season long
Office flyers, posters, street team flyers, social media content ideas, email/SMS reminders, and ways to keep the “referral buzz” going from December through April. -
Run referral contests that create real competition
How to structure contests (season-long or monthly), sample prize tiers, and ways to recognize & celebrate your top referrers so people stay motivated.
What you get:
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Full class replay: “Rich Off Referrals – How to Build a High-Converting Referral System in Your Tax Business”
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Step-by-step breakdown of creating your own referral system (from policies and payouts to marketing and tracking)
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Real-life examples you can plug into your office and adjust to your budget
This class is perfect for you if:
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You’re tired of relying only on ads and social media to bring in new clients
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You want more loyal clients who stick with you past the hype and the next “new” preparer on the block
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You know referrals work, but your current “program” is just word of mouth and vibes
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You have a team or office already and want them actively pushing referrals all season long
Important:
This is a digital training for tax professionals, not tax clients. No physical product will be shipped. You’ll receive access to the class replay after purchase.
Set your referral system up now so tax season feels like money on repeat instead of starting from zero every year.
